GOAL: To provide direct support to Vice Presidents and clients in order to ensure timely processing of information, orderly maintenance of records and provide excellent customer service.
SCOPE:
Supervision: This position reports directly to VP of Marketing and VP of Finance
PRIMARY RESPONSIBILITIES:
1. Directs and oversees the daily workflow of other members of the team to include
a. Daily workflow
b. SLA
c. Oversee Office License Renewals
d. Document Maintenance
e. Administer Compliance of Office Policy and Procedures
2. Provides training to new & exsisting colleagues as needed to include
a. Applied
b. Fax Advantage
c. Paper port
d. Outlook, Word, Excel
e. Coverage Issues and Crane Related Information
3. Know all aspects of servicing our clients
4. Be coverage efficient in all lines of coverage to include
a. General Liability
b. Auto
c. Inland Marine/Contractors Equipment
d. Umbrella
e. Workers Compensation
f. Bonds
5. Monitor Activity Reports on a daily basis to make sure we are complying with policy and procedures and look for potential E & O issues
6. Coordinate Applied issues with VP of Finance
7. Be responsible for management of personnel
8. Possible handling of larger accounts
9. Responsibilities may be subject to change according to office needs
QUALIFICATIONS: A minimum of 5-10-year prior experience in an insurance office setting or equivalent education. Proven insurance knowledge, including ongoing education specific to insurance. Computer knowledge is required and Applied knowledge preferred, but not required. License is required for this position.
CONTACT:Please email or fax resumes and salary requirements to (no phone calls please):
Email - mollym@emerykarrigan.com
Fax - (503) 941-8013
